A Virtual Engagement Platform
Exclusive for our clients in Citigold and Citigold Private Client, Live Chat is a safe and secure virtual remote engagement platform, accessible via Citibank Online. Designed with text chat, audio, video and sharing capabilities, Live Chat enables you and your Relationship Manager to engage in discussions without the need to visit our branch or make an international call.
Through Citibank Online, you can join your Relationship Manager for a Live Chat session, where you may receive instant answers for banking queries as well as wealth management advisory such as portfolio reviews or advice on suitable investment options.
Features and Benefits of Live Chat
01
Prefer talking to typing?
Easily switch between Chat and Video calls all within the same session
02
Safe and Secure
Live Chat is safe and secure to use, protected via online authentication
03
Links and Files Sharing
Receive links and files instantly from your Relationship Manager
04
Screen Sharing
Your Relationship Manager will be able to share his/her screen with you for illustration purposes
How to join a Live Chat Session
STEP 01
At the time of scheduled appointment, click on the Live Chat invitation link sent via email and log on to Citibank Online with your unique User ID and Password.
STEP 02
Click on 'My Citi' tab and click on your Relationship Manager's name on the right sidebar.
STEP 03
You will be prompted to enter a One-Time Pin (OTP).
Thereafter, click on 'PROCEED' after you have read the disclaimers before entering into the Live Chat session.
Audio call
1. If your Relationship Manager has enabled the audio call feature, you may click ‘Yes’ after the ‘Change connection type’ dialog box has appeared. You will thereafter have to enable your microphone.
Video call
2. If your Relationship Manager has enabled the video call feature, you may click ‘Yes’ after the ‘Change connection type’ dialog box has appeared. You will thereafter have to enable your camera and microphone.
Video call
3. Click on the camera icon to turn on your camera to begin the video call with your Relationship Manager.
Facing Difficulties Accessing Live Chat?
You may be using an unsupported browser. Kindly use any of the recommended browsers below for an enhanced Live Chat experience:
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